Stocks and gold wobbled on Iran war jitters and softer US core inflation

 


· Trump is now trying to take over the SOH from Iran in a bid to declare a unilateral victory ahead of the Nov. '26 midterm election.

·       The SOH is now under double blockade again; Trump is also planning to impose a 20% Hormuz tax after securing full control.

·       But seeing surging oil and plunging stocks, Trump’s tone changed from further escalation to reconciliation.

India’s benchmark stock index Nifty slips over -0.6% on Tuesday, July 14, as oil surges on escalating Iran war tensions over the control of the Strait of Hormuz (SOH). India’s Dalal Street also slid on lingering uncertainty about the US-India trade deal; USDINR surged. Ahead of the Nov. 26 US midterm election, President Trump now seeks to take over the global energy strategic choke point and Iran’s ‘nuclear leverage’—the SOH from Iran’s control/sovereignty. Despite the near-total ‘annihilation’ of Iran, its military assets, and top political leadership, the US mainstream media and also most of the American voters do not approve of Trump’s needless Iran war ‘fun/excursion’ for the perceived threats of nukes, and Iran is also not ready to surrender completely to sign a peace agreement favoring Trump’s whims & fancies.

Thus, as an ‘end game’ ahead of the forthcoming midterm election in Nov. '26, Trump is now seeking to ‘take over’ the SOH control fully from Iran and declare a unilateral victory. If this happens, Trump may point out that the US now controls the SOH contrary to Iran’s control before the Iran War. As of now, Trump has achieved no new concessions (including nuclear) from Iran despite his ‘severe military operations’ on the oil-rich country. 

For the rest of the article and an insightful predictive analysis, please visit:

https://asisjpg.gumroad.com/l/sywxjr

You can also have a perfect technical outlook (weekly) for Gift Nifty Future and USDINR

For any queries, you can always email (ashishghoshjpg@gmail.com or asisjpg@gmail.com) or Telegram/WhatsApp me (asisjpg).

Comments

Post a Comment

Popular posts from this blog

Markolines Pavement: India’s Leading Pure-Play Highway O&M Stock—a Hidden Gem?

Image
  QUALITATIVE ANALYSIS Introduction & Overview Markolines Pavement Technologies Ltd (MPTL) is one of India’s leading specialized infrastructure services companies focused on highway operations and maintenance (O&M). Incorporated in 2002 as Mark-O-Line Traffic Controls Pvt. Ltd., the company has evolved from a single-product road marking firm into India’s leading pure-play highway maintenance provider. Unlike EPC players that primarily build roads, Markolines operates in the less crowded but strategically important segment of maintaining, repairing, and extending the life of road assets. MPTL was the 1 st listed highway O&M operator on the BSE-SME platform in 2022, followed by listings on both the BSE & NSE Main Boards in 2025. The company offers end-to-end solutions for road maintenance & pavement preservation, leveraging decades of expertise and modern technologies to enhance the longevity, safety, and performance of road assets. Markolines transformed from th...
Read more

Is the Indian economy a victim of RBI/govt policy mistakes?

Image
·   Taylor’s modified rule indicates the RBI should keep the terminal repo rate around 3.0% rather than 5.0%. ·        Decades of higher (often double-digit) borrowing/funding costs and high indirect/consumption taxes, including elevated energy costs, have affected overall Indian economic productivity. ·        Now, almost all of India is under one party (BJP) ‘Double Engine Sarkar/Govt.' Both policymakers and politicians have to act prudently for the ‘Viksit Bharat' developed India aspiration by 2047-50. In June '26, the RBI adopts a hawkish hold stance amid concerns about transitory hotter CPI inflation, some moderation in economic growth, and a largely stable employment/labor market, at least officially. The RBI may continue to be in neutral (wait & watch) mode till at least December '26. Although the RBI and the government are taking various regulatory measures, including tax concessions, to boost FPI/FDI inf...
Read more